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Vanguard Total World Bond ETF

8 hedge funds and large institutions have $42.4M invested in Vanguard Total World Bond ETF in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

28,159% more capital invested

Capital invested by funds: $150K → $42.4M (+$42.2M)

300% more funds holding

Funds holding: 28 (+6)

56.01% more ownership

Funds ownership: 0.67%56.68% (+56%)

Holders
8
Holders Change
+6
Holders Change %
+300%
% of All Funds
0.18%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
6
Increased
2
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$35.9M +$35.8M +479,856 New
RCS
2
Retirement Capital Strategies
California
$3.89M +$3.88M +52,037 New
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$881K +$804K +10,776 +1,071%
SEI Investments
4
SEI Investments
Pennsylvania
$756K +$755K +10,128 New
UBS Group
5
UBS Group
Switzerland
$516K +$515K +6,902 New
Bank of America
6
Bank of America
North Carolina
$448K +$372K +4,986 +499%
FC
7
Ferris Capital
Massachusetts
$8K +$8.13K +109 New
Fidelity Investments
8
Fidelity Investments
Massachusetts
+$75 +1 New

BNDW Hedge Fund Activity: Q4 2018 in Review

8 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Bond ETF (BNDW) for Q4 2018, worth a combined $42.4M — up 28,159% from $150K a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BNDW positions and 0 closed out — a net gain of 6 holders — while 2 added to existing stakes and 0 trimmed.

The largest buyer was Retirement Planning Group (Kansas), opening a new position worth an estimated $35.8M.

  • 8 institutional investors held Vanguard Total World Bond ETF (BNDW) as of Q4 2018, up from 2 in Q3 2018.
  • Funds reported $42.4M of Vanguard Total World Bond ETF stock for Q4 2018, up 28,159% quarter-over-quarter.
  • 6 funds opened new Vanguard Total World Bond ETF positions in Q4 2018 and 0 closed out, a net change of +6 holders.
  • The largest Vanguard Total World Bond ETF buyer in Q4 2018 was Retirement Planning Group (Kansas), an estimated $35.8M added.

Based on aggregated 13F filings for Q4 2018.